MAS
SCHV

Madden Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Madden Advisory Services’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$256K Buy
8,399
+1,154
+16% +$36K 0.1% 99
2025
Q4 		$215K Buy
+7,245
New +$212K 0.09% 104
2017
Q2 		– Sell
-711
Closed -$11K – 215
2017
Q1 		$11K Buy
+711
New +$11.7K 0.01% 208
2015
Q1 		– Sell
-891
Closed -$13K – 233
2014
Q4 		$13K Hold
891
– – 0.01% 215
2014
Q3 		$13K Hold
891
– – 0.01% 266
2014
Q2 		$13K Sell
891
-2,715
-75% -$37.8K 0.01% 262
2014
Q1 		$50K Hold
3,606
– – 0.03% 148
2013
Q4 		$49K Buy
3,606
+1,125
+45% +$14.7K 0.04% 132
2013
Q3 		$31K Hold
2,481
– – 0.03% 149
2013
Q2 		$30K Buy
+2,481
New +$30.2K 0.02% 152

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return